Pensionmark Financial Group LLC is a firm that provides financial advisor, third party administration, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Texas and California (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are outpatient health care practitioners and facilities, individual and family services, and community housing services with revenues ranging from $23 million to $92 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Roundabout Theatre Company | 501(c)(3) | New York, NY | ||
| 2 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 3 | Wayfinder Family Services | 501(c)(3) | Los Angeles, CA | ||
| 4 | Brethren Hillcrest Homes | 501(c)(3) | La Verne, CA | ||
| 5 | Presidio Knolls School | 501(c)(3) | San Francisco, CA | ||
| 6 | St John's Community Health (SJWCFC) | 501(c)(3) | Los Angeles, CA | ||
| 7 | Lone Star Circle of Care (LSCC) | 501(c)(3) | Georgetown, TX | ||
| 8 | Didi Hirsch Mental Health Services | 501(c)(3) | Culver City, CA | ||
| 9 | EAH Housing | 501(c)(3) | San Rafael, CA | ||
| 10 | Foundation Communities | 501(c)(3) | Austin, TX | ||
| ... | and 33 more Pensionmark Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group LLC in the nonprofit sector include Towers Watson, Fiduciary Investment Advisors, RBC Capital Markets, Minnesota Life Insurance Company, Capfinancial Partners, LLC, Benefit Plans Admin Services, Inc., Sei Investments, Ubs Financial Services Inc, Newport Group, Inc., and Bank Of New York Mellon.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.